TerraWealth Billy Zerillo & Associates
Build a Financial Future with Confidence and Purpose
We empower individuals to align their financial decisions with their core values, focusing on what truly matters.
TerraWealth Billy Zerillo & Associates
Build a Financial Future with Confidence and Purpose
Billy Zerillo empowers individuals to align their financial decisions with their core values, focusing on what truly matters.
Your Financial Journey, Purposefully Planned
Trusted guidance and tailored strategies, crafted to secure your future and your legacy.
Values-Driven Planning
Every financial strategy we create together is grounded in your personal values, ensuring that your wealth-building journey aligns with what matters most to you.
Empowerment Through Education
We believe in clear, compassionate guidance, empowering you to make confident financial decisions without feeling overwhelmed.
Ongoing Partnership
Your goals may evolve, and we’ll be there every step of the way, providing support and adjustments to keep your financial plan on track.
About Billy Zerillo: Guiding Financial Futures with Purpose
Billy Zerillo is a financial advisor dedicated to empowering individuals and families to take control of their financial future with confidence and purpose. With a strong focus on values-based financial planning, Billy specializes in helping underserved groups—particularly women—navigate complex financial decisions in a way that aligns with their core values. Through personalized partnerships, Billy guides his clients through a transformative financial journey, offering clear, compassionate advice that goes beyond the numbers.
Whether you're planning for retirement, managing risk, or growing your wealth, Billy provides a safe space for clients to feel heard, supported, and empowered to make informed decisions. His holistic approach ensures that every financial plan reflects not just the numbers but the life you want to live.
Because it’s time to seek financial advice from experts who put your values first
Personalized Financial Blueprint | We create a plan tailored to your goals, guiding every financial decision to align with what matters most to you.
Clarity and Confidence in Every Step | Gain peace of mind with a process designed to simplify complex decisions and empower you to act with confidence.
Ongoing Support for Life’s Changes | We're with you every step of the way, adjusting your plan as your goals and circumstances evolve.
A Personalized Process for Financial Empowerment
Each financial journey is unique, and our approach ensures that your plan reflects your goals, values, and vision for the future. We take the time to understand what drives you financially and personally, helping you make decisions that align with your purpose.
Through our Purpose Power Planning Process, we guide you in exploring your financial health, establishing a clear blueprint, and implementing strategies that empower you to take control of your wealth. Every step is designed to bring clarity, confidence, and a sense of purpose to your financial life.
From foundational planning to ongoing support, our process provides a roadmap tailored to your needs, creating a secure path toward achieving your dreams.
Awareness Meeting
Gain a deeper understanding of your relationship with money, your values, and your goals.
Action Meeting
Implement your tailored strategy with clear steps to bring your plan to life.
Blueprint Meeting
Define your unique financial objectives and create a purpose-driven roadmap.
Checkpoint Meetings
Regular reviews ensure your plan stays flexible and responsive to life’s changes.
Don't take our word for it, hear from our clients
These are client testimonials. No compensation was given for reviews. Reviews were left on Google Reviews.
Samia Kreiser
Billy is the absolute best! The care and nurture he provides to his clients is unmatched. Billy's approach is truly high level and focuses on the big picture from every facet possible. Thank you, Billy, for being such a great advocate and partner!
Angela Mast
...If you are looking for a down to earth financial advisor, one who will make you feel completely comfortable and explain things in a way you can understand and that allows for a safe space to ask any questions you have, meet with Billy!
Kelley Hughes
Billy is very helpful and knowledgeable when answering questions and helping with advice. I recommend him.
Brian Almoney
Billy was an ABSOLUTE pleasure to work with! My project had some hurdles and Billy was able to navigate them flawlessly. Highly Recommended!
Andrea Keith
Billy has been extremely helpful with getting my retirement plan set up. He is so knowledgeable regarding the different products available for his clients and he truly cares for your financial plan as if it were his own. I have recommended friends and clients to Billy with confidence and will continue to do so.
Rebekah Leaman
Billy does a great job of explaining complex financial situations in a way that is easy to understand. As someone who is self employed, I’m so thankful that I’ve been able to find a way to save for the future.
Amy Finefrock
I just started working with Billy and feel he is highly personable and a great listener. He takes the time to learn about you and where you are on your financial journey. He doesn't try to sell you anything. He truly looks out for you and where you are currently and where you want to be. He explains his process in detail and puts your mind at ease.
Frances Martinez
Billy Zerillo is a passionate agent, willing to go the extra mile to ensure you and your family are safe. If you are looking for a good listener and honest agent…call Billy!
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. View complete disclosures. Check the background of your financial professional on FINRA's BrokerCheck.